ERP projects are inherently risky. Scope creep, budget overruns, data quality issues and user adoption challenges can derail even well‑planned implementations. A structured risk management approach reduces these risks. Drawing on industry checklists for successful ERP implementations, here is a consultant’s checklist tailored for IFS projects in the UK.

1. Define clear goals and success criteria

Before you select a system or start design workshops, articulate why you are undertaking the project. Are you aiming to improve operational efficiency, increase data accuracy, comply with new regulations or support growth? Clear goals guide decisions and provide a benchmark for measuring success.

2. Assemble a cross‑functional project team

ERP implementations cross departmental boundaries. Build a project team that includes representatives from finance, supply chain, HR, IT and other key areas. Appoint a dedicated project manager with ERP experience and involve executive sponsors who can make decisions and remove roadblocks.

3. Conduct a thorough needs assessment

Map current processes, identify pain points, and determine compliance requirements and scalability considerations. Understanding these needs informs ifs system erp design and prevents surprises later.

4. Plan and allocate resources

Develop a detailed timeline with milestones for configuration, data migration, testing and training. Budget for software licences, customisation, integration, data cleansing, training and change management. Include contingency for unexpected challenges.

5. Clean and prepare data

Data migration is one of the most challenging parts of any ERP project. Identify which records to migrate, remove duplicates and correct errors. Clean data reduces the risk of post‑go‑live errors and ensures accurate reporting.

6. Test extensively

Perform unit tests, system tests and user acceptance testing. Test integrations with existing systems and ensure that regulatory reports (e.g., VAT returns, payroll) work correctly. Testing should also include performance under load and security.

7. Train and engage users

User adoption is critical. Provide role‑based training, run workshops and prepare support materials. Involve users in testing to build familiarity and ownership. Consider appointing super users who can champion the system in their departments.

8. Establish governance and communication

Define decision‑making structures, escalation paths and reporting mechanisms. Create regular forums where project status, risks and issues are discussed openly. Transparent communication reduces surprises and builds trust.

9. Plan for post‑go‑live support

Go‑live is the beginning of a new phase, not the end of the project. Plan for a hypercare period with dedicated support, monitor system performance and user feedback, and schedule follow‑up training.

10. Engage independent consultants early

An independent perspective helps identify risks that internal teams or vendor‑aligned partners might miss. Consultants bring lessons learned from other projects and can guide risk mitigation strategies. They can also help balance vendor recommendations with business needs.

Sorcha Systems’ risk management approach

At Sorcha Systems, we incorporate risk management into every stage of an IFS project. Our consultants work with your team to define objectives, plan resources, cleanse data, test thoroughly and support users. We bring cross‑industry experience and independence, helping you anticipate and mitigate risks before they impact your project.

Make risk management a cornerstone of your IFS project. Visit Sorcha Systems to learn how our independent consultants can help you deliver your ERP project on time and on budget.